We create value to preserve value
Who we are?
Budapest-based OTP Group is a major financial institution in the Central and Eastern European region offering its customers long-term reliable partnership in an ever-changing market environment through its regional network, stable liquidity position and more than 70-years of professional experience.
OTP Global Markets including private banking solutions operates subsidiaries in 11 countries from Croatia to Russia, offering a wide range of international, group-level money and capital market services, as well as custodian, investment, and ancillary services. Our regional experts are continuously sharing their knowledge and working together closely to provide an equally high standard of service to nearly 20,000 domestic and corporate, retail, and institutional clients of the treasury and private banking business throughout the region.
The multi-award winner OTP Private Banking is the market-leading private banking service provider in Hungary. With an international network and a quarter of a century of expertise, OTP Private Banking provides assets management in the field of everyday finances and asset planning extending over different life situations and generations. OTP Private Banking has designed its services to adapt to customer demands and expectations in a comprehensive manner.
What do we offer you and your business?
We support our clients in achieving their goals, ambitions and development, with the help of our trained, professional staff and cutting-edge, universal but customizable group-level money and capital market services. We have integrated our capital market services so that the products are accessible anywhere, and we can offer a full range of services in every customer segment regardless of location.
OTP Private Banking also offers a wide range of products and services to affluent clients including the followings.
We offer the standard of services customary in Hungary in all our foreign subsidiaries. Dedicated private banking services, such as the assistance of a personal adviser, are available to our private banking clients across Croatia, Serbia, Slovenia, Romania, Montenegro, Bulgaria, Albania, Moldova, Ukraine and Russia.
Personalized investment advisory services
Our highly qualified private banking advisers help our clients in making their important decisions by providing a wide portfolio of investment products, personalized investment advice as well as money and capital market services.
Discretionary portfolio management
Within the framework of OTP Global Markets’ discretionary asset management service, experts in the field of portfolio management manage clients’ savings in active fashion.
Model portfolio recommendation
Our experts offer model portfolio recommendations tailored to individual risk profiles. With the help of our advisers, a unique, customized investment strategy can be formed.
We assist in making investment decisions with up-to-date market and individual bond-to-stock analysis.Details
Expert type client approach
Dedicated professionals guide our clients though personalized strategic asset allocation decisions in various asset classes such as stock, bond and foreign exchange market.Details
Are you interested in our services?
If you have any question or would like to learn more about our private banking services, please do not hesitate to contact us.
Our analysts prepare a Quarterly Investment Strategy, in which they provide a comprehensive picture of what can be expected from the markets and what investment strategy can be best implemented in a given market environment.
Expert type client approach
Tactical asset allocation decisions are supported by our professional expert team. Moreover, we provide loan advisery- and discretionary portfolio management services through our dedicated sales team. Our American stock market specialists are ready to serve investors interested in the market with extended opening hours and availability.
Direct Private Banking service
Our Direct Private Banking service is a hybrid solution, combining a contact-centre and investment advisory services. The new concept is provided by a centralized virtual private banking hub based on remote elements, hybrid asset management solutions and new generation contact forms, like video banking.